Twin Peaks Wealth Advisors’s Brookfield Asset Management BAM Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio BAM Stock Details BAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.96K	Buy	+89	New	+$4.35K	﹤0.01%	1474
2025 Q3	–	Sell	-151	Closed	-$9.46K	–	355
2025 Q2	$9.46K	Buy	+151	New	+$8.11K	﹤0.01%	965

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Twin Peaks Wealth Advisors's BAM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Brookfield Asset Management (BAM) in Q1 2026: 89 shares worth $3.96K. The stake represents ﹤0.01% of the portfolio and ranks #1474 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BAM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BAM in Q2 2025 and has held it in 2 quarters since. The position peaked at $9.46K in Q2 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Twin Peaks Wealth Advisors held 89 shares of Brookfield Asset Management worth $3.96K as of Q1 2026.
Brookfield Asset Management was a new Twin Peaks Wealth Advisors position in Q1 2026.
Brookfield Asset Management made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1474 holding.
Twin Peaks Wealth Advisors first reported a position in Brookfield Asset Management in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's Brookfield Asset Management position peaked at $9.46K in Q2 2025.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.